דרושים Trade & Working Capital Sales North America ב-Citi Group ב-United States, New York

Responsibilities:

• Oversee daily operations for multiple teams and several unit supervisors and ensure teams meet performance and quality expectations
• Manage staff resource allocation while assisting with the development and oversight of the budget
• Resolve complex and highly variable issues with significant departmental impact
• Evaluate performance and make recommendations for training/development, pay increases, hiring, terminations and other personnel actions
• Ensure essential procedures are followed and contribute to defining workflow standards
• Contribute to the objectives of the entire Transaction Services function
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 6-10 years of experience in a related senior level role with experience in trade / cash operations and management
• Proven experience in creating and implementing processes that result in improved business performance
• Effective verbal and written communication and analytical skills

Education:

• Bachelor's/University degree, Master’s degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Anticipated Posting Close Date:

Capital optimization is a critical area for Citigroup and represents a significant challenge facing the financial services industry. As a firm, our ability to effectively lead in this area will be a significant determinant of our future competitiveness. It also helps satisfy a regulatory requirement for enhanced connection between strategic planning and capital planning.

Services Capital Allocation and Management, Lead Analyst, will play a critical role in Services’ capital and balance sheet strategy by supporting capital investment at the transaction and client level to align decision-making tools, such as the pro-forma pricing calculator and Citi-wide client returns analytics, with risk and capital related balance sheet platforms and actualized capital requirements and financials. The successful candidate will report to Head of Services BSCM and, over time, become a Capital & Balance Sheet SME, supporting various asset businesses with Services, including TTS Trade and Working Capital Solutions organization and Commercial Cards.

Key responsibilities:

• Analyze client pricing and advise on modeling assumptions of transaction returns to support deal-level decision making with Trade & Working Capital Solutions Product and Sales managers

• Partner with Client Analytics to drive enhancements to client level RWA, Capital, Tangible Common Equity (TCE) and Liquidity metric calculations in the deal level pricing RoRC Calculator and CIW platform

• Ensure enhancements to the RoRC Calculator and Client Returns methodology are made in line with expectations before release, such as enhanced calculations, functionality and usability

• Identify inconsistencies in client financials/TCE, Services RWA, and other Services capital metrics (GSST/CECL); escalate systemic issues and create Data Concerns, identify root causes, and influence automated solutions

• Optimize eligible new client originations and manage Treasury’s FAS 133 SOFR Cash Flow Hedge program for TTS Trade, in order to help the business realize up to $10MM+ in revenue from reduced liquidity costs

• Explore opportunities amongst the Trade and Working Capital Solutions product pillars that can be leveraged to enhance capital and Return on Tangible Common Equity (RoTCE)

• Partner with RWA controllers to ensure validity of Top Side Adjustments (TSAs) and take action, where applicable, to reduce or systemically remediate excess capital (e.g. Corporate Guarantees and Collateral)

• Liaise with Regulatory Policy and Capital Group (RCPG), Capital Interpretive & Analytics Team (CIAT) and Confirmation of Basel Classification Review and Analysis (COBRA) on RWA and capital actions requiring regulatory interpretation to support capital mitigation opportunities

• Provide capital training and develop education initiatives globally, utilizing our partners, for the Services organization to increase knowledge on everything related to RoTCE and capital. Maintain up to date materials and news articles on our dedicated SharePoint for Services

• Support on enhancing self-service data tools and encourage wider use among the organization to self-serve data requirements and utilize dashboards

Key Competencies:

• Wholesale Credit Orientation: Experience working with Risk / Treasury / Finance and Technology / Operations partners in product management or risk capacity; exposure to RWA, TCE, capital and liquidity measures a plus

• Portfolio Management: Understand how TTS’s exposure to client and counterparties combines into the global portfolio and fits into the portfolio’s lifecycle

• Proven Data / Analytical skills: Experience turning complex information into actionable recommendations

• Analytical Problem Solver: Ability to leverage automated technology solutions to answer business problems, innovation mind set and intellectual curiosity

• Partnership and Collaboration Skills: Ability to partner well with a range of stakeholders in the firm to drive objectives to delivery, strong interpersonal skills to identify and resolve conflict to mitigate roadblocks

• Design and Delineating: Proven ability to collaborate with managers in creating and presenting effective presentations for seniors

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, Computer Science, Math, Financial Engineering, Physics, or related field; advanced degree is a plus

• 6+ years relevant experience in the Financial Services / Banking industry

• Understanding of Risk / Treasury / Corporate Banking functions; exposure to modelling concepts (PD, LGD) helpful

• Proven analytical skills for developing data analysis and quantitative strategies

• Highly proficient in Excel, macros, and databases

• Advanced PowerPoint presentation skills a plus

• Excellent interpersonal, influencing, facilitation, and partnering skills with key stakeholders and senior management

• A demonstrated history of delivering on initiatives

• Ability to work under pressure in a highly professional environment

• Passion, integrity, positive attitude, mission-driven, and self-directed

Anticipated Posting Close Date:

The Sec & Derivat Intmd Assoc Analyst is an entry level position responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the Operations - Transaction Services team. The overall objective of this role is to assist in the clearance, settlement and investigation of client securities and derivatives transactions.Responsibilities:

• Utilize basic industry and business knowledge to conduct analyses of hedge funds and other counterparty activities
• Contribute to the creation of customized reporting used to present information to management
• Support implementation of securities processing improvements
• Assist with identifying policy gaps and formulating policies that streamline related work processes
• Review and analyze hedge fund activities, procedures to reconcile cash/holdings and securities pricing
• Develop and use knowledge of securities, processing practices and standards
• Provide informal guidance or on the job training to lower level/new securities processing team members when required
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 2-5 years of relevant experience
• Recommended licensing/registration: Series 7, Series 9, Series 10, Series 63
• Consistently demonstrates clear and concise written and verbal communication skills

Education:

• Bachelor’s Degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Anticipated Posting Close Date:

Responsibilities:

• Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
• Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program
• Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
• Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
• Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
• Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions
• Understand and comply with Citibank policies, standards and procedures
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 0-2 years of relevant experience
• Previous banking, retail, or sales experience preferred
• Knowledge of Smart Banking tools and technologies
• NMLS registration; Safe Act compliant
• Consistently demonstrates clear and concise written and verbal communication skills

Education:

• Bachelor's Degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Anticipated Posting Close Date:

• Resolve escalations prior to going to a manager, by analyzing information in complicated and unique situations
• Train new hires and junior level staff, and identify performance gaps through feedback and coaching
• Provide technical guidance to resolve problems as the technical subject matter expert of the team
• Provide manager with feedback for performance reviews, may write appraisals, may participate in appraisals
• Identify and implement process improvements to enhance efficiencies, while leading team projects
• Persuade and influence others through communication and diplomacy skills; may negotiate with external parties
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

• 5-8 years of relevant experience
• Demonstrated project management and negotiation skills
• Consistently demonstrates clear and concise written and verbal communication skills

• Bachelor’s Degree/University degree or equivalent experience

Anticipated Posting Close Date:

• Support the documentation/corporate secretary function of defined US-based legal entities with primary focus on corporate chain entities
• Working with a team of attorneys and paralegals, maintain complete and effective documentation and documentation processes for in-scope legal entities
• Manage the execution, review, processing and tracking of legal documentation and records governance documents, including but not limited to secretary certificates, certificates of incumbency, officer and director appointments, powers of attorney and annual meeting materials
• Liaise with management of legal entities and governance teams as required
• Manage and/or support projects across entities and geographies, including projects to enhance legal entity governance, and risk reporting and escalation.
• Responsible for legal support activities related to legal operations, litigation/discovery/settlements or negotiation and contract administration
• Participates in legal programs and projects to achieve coordinated and efficient process improvements and legal support solutions; liaises with other control/functional businesses in support of initiatives
• Conducts independent research and analysis, applying institutional knowledge and knowledge of laws, rules and regulations to support in the identification of legal solutions situations or to formulate an approach or strategy
• Appropriately assesses risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its subsidiary entities, clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

• 7+ years of relevant industry experience, preferably with some experience working in an in-house legal role within financial services
• Ability to manage complex documentation with organization anddetail
• Must possess excellent interpersonal and project management skills, as well as the ability to interact and communicate effectively with senior management
• Proficient in Microsoft Office: Word, PowerPoint, Excel,Outlook
• In-depth knowledge of legal customs andpractices
• Knowledge and understanding of the financial servicesindustry

• Bachelors/University degree or equivalent experience

Anticipated Posting Close Date:

This role requires a pragmatic, proactive attorney with thorough understanding of corporate governance, combined with a solid conceptual / practical grounding in the laws and regulations for the geographies in which the firm operates. The role requires the provision of input into strategic decisions, and the exercise of sound legal judgement to develop proactive, risk-appropriate, and commercially business-oriented solutions. This is not a manager role.

Responsibilities:

• Provides direction regarding governance over corporate actions of defined US-based subsidiaries
• Is responsible for enhancing the documentation of governance and related training processes for defined US-based subsidiaries through coordination with the governance team, regional counsel, Finance, Compliance, and other stakeholders
• Supports responses to regulators on regulatory, supervisory and examination-related issues for defined US-based subsidiaries
• Provides legal advice in various legal entity governance and risk forums
• Contributes to planning and development initiatives; contribute to objectives by providing thought leadership using knowledge of industry, laws, and regulations
• Monitors management of complex issues and transactions, impacting the Legal Department or the business and escalating necessary issues
• Advises in complex negotiations with vendors, customers, partners, and other parties, escalating whennecessary
• Appropriately assesses risk, demonstrating particular consideration for the firm's reputation and safeguarding the firm, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalates, managing and reporting control issues with transparency

Qualifications:

• 7+ years of relevant industry experience, preferably in financialservices
• Banking or financial industry experience, including laws related to bankingregulations
• Governance experience coupled with knowledge of laws and regulations applicable to US broker-dealer governance and regulations applicable to financial holding companies
• Effective communication and negotiation skills and ability to build and maintain trustedrelationships
• Excellent leadership, interpersonal, organizational and relationship managementskills
• Proven ability to apply sound judgement while managing assignments in a demanding, fast-pacedenvironment
• Bar license in good standing to practice

• Juris Doctorate or equivalent lawdegree

Anticipated Posting Close Date: